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2026 Shipping Primer: The Trade of the Year
Field research, industry leader interviews, and our full playbook to understand and benefit from the trade
 • Aurelion Research
What Q1 Told Us About Our Insurance Companies
Breaking Down Q1 2026 for the Two Insurance Companies in the Aurelion Index.
 • Aurelion Research
Additional Portfolios & Baskets
Pro/Founding Members
 • Aurelion Research
Bottleneck Opportunity in a New Healthcare Era
An emerging investment theme in clinical research, attractive near-term sector dynamics, and a new stock addition.
 • Aurelion Research
Don’t Fall for the Oil Bulls
We believe the current cycle of demand destruction in oil markets creates a natural ceiling, limiting how long prices can remain elevated.
 • Aurelion Research
Portfolio Update
Improved portfolio, performance update, and how we find attractive risk/reward opportunities through thematic & bottom-up investing
 • Aurelion Research
Flash Note: Weekly Earnings Review
Wrap-up on our 9 portfolio stocks that reported Q1 results this week.
 • Aurelion Research
Uranium Primer: The Nuclear Renaissance Powering AI
Macro policy is finally turning, and AI-driven power demand is accelerating. We expect uranium prices to rise and identify several ways to benefit.
 • Aurelion Research
CEO Meeting with CNC (Our Largest Holding): Key Takeaways
We share our key takeaways from our call with the CEO of Canada Nickel (CNC), a company we see positioned to deliver the next generation of nickel…
 • Aurelion Research
SaaS Primer: The New Industrial Order
Under AI disruption, SaaS is shifting from capital-light compounding to capital-intensive maintenance. Here is our framework for the fallout and the…
 • Aurelion Research

April 2026

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